See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,515 | $104,251+168.1% | $91,001+207.2% | $147,584+89.4% |
| Participation rate | 81.0% | 78.2%+2.7pp | 75.6%+5.4pp | 82.8%-1.9pp |
| Annual return | 16.27% | 27.06%-10.8pp | 4.60%+11.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,658 | $3,116-14.7% | $2,456+8.2% | $4,876-45.5% |
| Participant deferral / active EE | $6,482 | $4,195+54.5% | $3,547+82.7% | $5,439+19.2% |
| Admin fee / account holder | $6,508 | $8,948-27.3% | $5,417+20.1% | $10,885-40.2% |